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coregrid-crm-mcp

v0.6.0

Published

MCP server para el CRM CoreGrid — tools de pipeline/deals para agentes

Vulnerabilities

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Links

Maintainers

hectorblisshectorbliss

Keywords

mcpmodel-context-protocolcrmcoregridpipeline

Readme

coregrid-crm-mcp

MCP server para el CRM CoreGrid. Expone el pipeline de ventas como tools para que un agente lo opere y pruebe.

Tools

| Tool | Qué hace | |------|----------| | get_pipeline | Etapas con sus deals + estadísticas (valor total, conversión) | | create_deal | Crea una oportunidad | | update_deal | Actualiza título/valor/cliente/etiquetas/etapa | | move_deal | Mueve una oportunidad a otra etapa | | delete_deal | Elimina una oportunidad | | create_share_link | Genera un link público de solo lectura (tablero completo o una oportunidad) |

Configuración

Variables de entorno:

  • CRM_API_KEY (requerido) — bearer token del workspace.
  • CRM_API_URL (opcional) — base del CRM. Default https://crm.coregrid.com.mx.

Uso con un agente (config MCP)

{
  "mcpServers": {
    "coregrid-crm": {
      "command": "npx",
      "args": ["-y", "coregrid-crm-mcp"],
      "env": {
        "CRM_API_KEY": "crm_sk_..."
      }
    }
  }
}

Etapas del pipeline (stageId)

nuevo · contactado · cotizado · negociacion · ganado · perdido